Bottom-up picks, top-down risks
About this episode
David Fingold joins Michael Hainsworth to discuss the investment process, focusing on bottom-up analysis and top-down risks.
Finding future market leaders to invest in requires rigorous bottom-up analysis, but you can’t ignore top-down considerations. In this episode of the podcast, David Fingold joins Michael Hainsworth to discuss investment process—finding great businesses at good prices and considering the macro view.
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